GW & Wade’s Hewlett Packard HPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-10,168
Closed -$154K 244
2019
Q3
$154K Buy
10,168
+9
+0.1% +$136 0.01% 227
2019
Q2
$152K Buy
10,159
+8
+0.1% +$120 0.01% 228
2019
Q1
$157K Sell
10,151
-557
-5% -$8.62K 0.01% 223
2018
Q4
$141K Sell
10,708
-92
-0.9% -$1.21K 0.02% 212
2018
Q3
$176K Buy
10,800
+109
+1% +$1.78K 0.02% 235
2018
Q2
$156K Buy
10,691
+5
+0% +$73 0.02% 236
2018
Q1
$187K Buy
+10,686
New +$187K 0.02% 225
2017
Q3
Sell
-12,966
Closed -$167K 241
2017
Q2
$167K Sell
12,966
-4,341
-25% -$55.9K 0.02% 225
2017
Q1
$238K Buy
+17,307
New +$238K 0.03% 211